Helping Medicare Clients Who Have Powers of Attorney or Conservatorships

Every client has a unique set of needs. In this episode, we’re looking at how to work with clients who have a power of attorney or are under a conservatorship. Listen to learn how these circumstances affect enrollment, and how you can assist the process! 

 

Read the text version  

 

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Elder Abuse Prevention & Resources 

 

Resources:

How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://lnk.to/Lw5Dmc   How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C   Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/  Why Are Part D Prescription Drug Plans So Different? https://ritterim.com/blog/why-are-part-d-prescription-drug-plans-so-different/  

 

References:

“Authorization to Disclose Personal Health ...” Centers for Medicare & Medicaid, https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf. Accessed 14 Feb. 2025.   “Britney Spears’s Conservatorship Terminated after Nearly 14 Years.” The Guardian, Guardian News and Media, 12 Nov. 2021, https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated.  “Conservatorship and Guardianship.” Family Caregiver Alliance, https://www.caregiver.org/resource/conservatorship-and-guardianship/. Accessed 19 Feb. 2025.  Kenton, Will. “Conservatorship Definition, How It Works, Types, Alternatives.” Investopedia, Investopedia, https://www.investopedia.com/terms/c/conservatorship.asp. Accessed 14 Feb. 2025.   “Elder Abuse Statistics.” Justice.Gov, U.S. Department of Justice, https://www.justice.gov/file/970666/dl?inline=. Accessed 14 Feb. 2025.   “Financial Exploitation Resources.” Financial Exploitation Resources | Department of Aging | Commonwealth of Pennsylvania, Commonwealth of Pennsylvania, https://www.pa.gov/agencies/aging/aging-programs-and-services/advocacy-education-protection/financial-exploitation-resources.html. Accessed 14 Feb. 2025.   “GAO-10-1046 Highlights, Guardianships.” GAO.Gov, United States Government Accountability Office, https://www.gao.gov/assets/gao-10-1046-highlights.pdf. Accessed 14 Feb. 2025.   “Get the Facts on Elder Abuse.” NCOA, National Council on Aging, https://www.ncoa.org/article/get-the-facts-on-elder-abuse/. Accessed 14 Feb. 2025.   “New California Law Limits Conservatorships after Britney Spears Saga.” Mortensen & Reinheimer, PC, Mortensen & Reinheimer, PC, https://www.ocestateplanning.net/law-blog/2023/january/new-california-law-limits-conservatorships-after/. Accessed 14 Feb. 2025.   “Power of Attorney.” AmericanBar.Org, American Bar Association, https://www.americanbar.org/groups/real_property_trust_estate/resources/estate-planning/power-of-attorney/. Accessed 19 Feb. 2025.  “Rules and Model Language for Proof of Representation Vs ...” Centers for Medicare & Medicaid, https://www.cms.gov/files/document/por-vs-ctrpdf. Accessed 14 Feb. 2025.   “Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan.” ElderLawAnswers for Attorneys - Affordable Content Marketing